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Fidelity Total Bond ETF
FBND

121 hedge funds and large institutions have $532M invested in Fidelity Total Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 111 → 121 (+10)

7% more capital invested

Capital invested by funds: $497M → $532M (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3.52% less ownership

Funds ownership: 44.87% → 41.35% (-3.5%)

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
55
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$22.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.34M
3
CWM
CMH Wealth Management
New Hampshire
+$2.96M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$34.3M
2
CWG
Cornerstone Wealth Group
North Carolina
-$9.82M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.24M
4
SFS
Sowell Financial Services
Arkansas
-$1.84M
5
CTB
Country Trust Bank
Illinois
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
Mutual Advisors
Nebraska
$544K +$537K +10,094 New
EWF
77
Epstein & White Financial
California
$527K -$366K -6,884 -41%
GRP
78
Global Retirement Partners
California
$510K +$503K +9,454 New
CFG
79
Cooper Financial Group
California
$485K +$17.2K +323 +4%
CIR
80
Clear Investment Research
Georgia
$457K +$227K +4,261 +101%
MAG
81
Mayfair Advisory Group
Alabama
$424K +$418K +7,863 New
WA
82
WBH Advisory
Maryland
$405K +$400K +7,518 New
NF
83
Nikulski Financial
Iowa
$395K -$115K -2,157 -23%
PIA
84
Powell Investment Advisors
Florida
$333K – – –
OMC
85
Overbrook Management Corp
New York
$325K +$372 +7 +0.1%
WEC
86
Winslow Evans & Crocker
Massachusetts
$295K +$89.7K +1,686 +45%
AWA
87
Arkadios Wealth Advisors
Georgia
$294K +$287K +5,399 New
KA
88
Kovack Advisors
Florida
$286K -$20.3K -382 -7%
BRWM
89
B. Riley Wealth Management
Tennessee
$282K +$278K +5,221 New
OMC
90
Old Mission Capital
Illinois
$276K +$272K +5,109 New
SS
91
Sunbelt Securities
Texas
$268K +$264K +4,967 New
AWA
92
Arete Wealth Advisors
Illinois
$263K – – –
BFA
93
Beaumont Financial Advisors
Massachusetts
$262K +$258K +4,856 New
Stifel Financial
94
Stifel Financial
Missouri
$245K -$33.2K -625 -12%
GIP
95
Greatmark Investment Partners
Georgia
$224K – – –
DP
96
Denver PWM
Colorado
$224K +$638 +12 +0.3%
EWM
97
EPG Wealth Management
Georgia
$219K +$1.49K +28 +0.7%
CAN
98
Cetera Advisor Networks
California
$157K +$155K +2,918 New
VFA
99
Valeo Financial Advisors
Indiana
$144K – – –
APWM
100
Atlas Private Wealth Management
New York
$141K – – –
2 3
4
5 6

FBND Hedge Fund Activity: Q2 2020 in Review

121 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2020, worth a combined $532M — up 7% from $497M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FBND positions and 12 closed out — a net gain of 12 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $22.9M. The largest seller was Osaic Holdings, cutting an estimated $34.3M.

  • 121 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2020, up from 111 in Q1 2020.
  • Funds reported $532M of Fidelity Total Bond ETF stock for Q2 2020, up 7% quarter-over-quarter.
  • 24 funds opened new Fidelity Total Bond ETF positions in Q2 2020 and 12 closed out, a net change of +12 holders.
  • The largest Fidelity Total Bond ETF buyer in Q2 2020 was Qube Research & Technologies (QRT), an estimated $22.9M added.
  • The largest Fidelity Total Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2020.